Personal Lines Account Manager

Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role is ideal for a professional with a passion for delivering exceptional customer service and a strong background in personal lines insurance. As a Personal Lines Account Manager, you will manage a book of business valued at $1.5M–$2M in premium, working with standard households and some high-net-worth clients.

Compensation Package

• Salary: $50,000–$60,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business with $1.5M–$2M in premium, focusing on standard households and some high-net-worth accounts.
• Utilize an automated system for quoting and re-quoting policies, ensuring accurate and timely client presentations.
• Handle new and renewal business quotes, with occasional cross-selling and new business opportunities.
• Collaborate with top carriers, including Nationwide, Safeco, Liberty, and Nat Gen.
• Maintain strong client relationships by providing exceptional service and addressing client needs promptly.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required; Life & Health (L&H) license preferred but not mandatory.
• Experience: 1–3 years of experience in personal lines insurance; independent agency experience preferred, but candidates with captive experience will also be considered.
• Software Proficiency: Familiarity with Applied EPIC is preferred.
• Soft Skills: Strong communication, organizational, and problem-solving skills; ability to work independently and as part of a team; customer-focused mindset.

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